Florida Administrative Code
69 - DEPARTMENT OF FINANCIAL SERVICES
69B - Division of Insurance Agent and Agency Services
Chapter 69B-213 - CUSTOMER REPRESENTATIVES
Section 69B-213.130 - The Customer Representative's Authority; Limitations

(1) A duly licensed and appointed customer representative may, subject to specific limits set forth in this rule chapter, perform the following functions:

(2) All applications and/or binders initiated by the customer representative must be co-signed by the designated supervising agent, unless otherwise delineated in the written instructions conveyed to the customer representative by the designated supervising agent.

(3) A customer representative may not solicit or conduct sales work outside of the agent's office. The customer representative must work solely at the supervising agent's principal place of business when doing any work covered by their customer representative license. However, a customer representative may leave the agent's office for clerical or administrative tasks not requiring licensure, such as taking photos of a car for the agent or going to the post office.

(4) A customer representative can, under the supervision of the supervising agent, and only at that agent's principal place of business, conduct customer representative work that assists or supports other agents.

(5) A customer representative must always identify himself/herself as a customer representative working for the named agent, and must never make or allow the impression that the customer representative is an agent.